Jeffry Cole (CRD# 2437637) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has over 30 years of experience in the finance industry. Jeffry Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 4566630
Crown Capital Securities, LP
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Team Financial Group, Llc Dba Team Wealth & Tax Advisors | Temecula, CA | May 2020 - Current | 3 |
| Team Financial Group, Llc Dba Team Financial & Insurance Service | Temecula, CA | Nov 2017 - Current | 6 |
| Cole Legacy Partners, Dba Cole Legacy Properties LLC | Temecula, CA | Feb 2012 - Current | 12 |
| Jeffry S Cole Inc. Dba Teamtax | Temecula, CA | Jan 2003 - Current | 21 |
| Jeffry S Cole Financial & Insurance Services | Temecula, CA | Jan 1995 - Apr 2023 | 28 |
| Ae Wealth Management, LLC | Topeka, KS | Jun 2016 - Oct 2020 | 4 |
| Countryside Insurance Services Inc. | Temecula, CA | Jul 2016 - Oct 2018 | 2 |
| Global Financial Private Capital | Temecula, CA | Sep 2013 - Jul 2016 | 2 |
| Countryside Insurance Services | Temecula, CA | Jan 2006 - Jul 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
- CA
- TX
-
Total Assets Under Management147MILLIONS
-
Total Number of Accounts625ACCOUNTS
-
Average Account Value$235,546
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
CA, FL, ID, TX
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